How to Add Contacts to End User Accounts in Xvantage for Associates

Overview :

This article provides the step-by-step process on how to add contacts on an end user account on the Xvantage for Associates (X4A) platform.

Process :

1. Go to My Apps and open Okta.

2. In Okta, search for Xvantage for Associates(X4A) and open it.

3. Within X4A, hover over the left navigation menu and click End Users.

4. Select End User Accounts.

5. From the list, click the hyperlinked End User ID to view their information.

6. Switch to the Contacts tab.

7. Find the blue button on the right side of the page that reads as Add Contact. Click to proceed.

8. In the pop-up box, enter the following required information:

   • Reseller or BCN

   • Primary Contact Name

   • Email

   • Phone Number

9. Click Save.